Listen to the full podcast episode here
In our first episode of On the Couch in 2022, we catch up with Nick Griffin (CIO) of Munro Partners and James Tsinidis (Portfolio Manager) and we talk decarbonisation, and how to get set for this huge change that is coming. Plus, as markets melt down across the globe, we ask Nick and James what do they think is happening and why and more importantly when will we see the bottom of the current bear market?
Nick is no stranger to MT subscribers after a very popular podcast we hosted in 2021, and its great to catch up with him and his colleague James Tsinidis.
James Tsinidis joined Munro Partners in November 2016 and is responsible for championing stock ideas and managing these positions within the portfolio. James has previously worked as Portfolio Manager where he was based in both Melbourne and Edinburgh and was entirely focused on the US, European and Asian stock markets.
Nick is a founding Partner and the Chief Investment Officer of Munro Partners.
Nick is responsible for the investment management of Munro’s key investment funds and the formulation and implementation of the proprietary investment process. Nick has been managing global long / short equity mandates for over 15 years.